Nigel809
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Dear RogerD1I think your advice on this topic is spot on, and I have done as you have suggested, for my 2025 tax return.My follow up question concerns my return...
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Hello,I haven't actually filed my tax return with the manually created 1099-R (for the excess contribution), so I dont know if I will have the same issue or not...
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Thank-you for your help & guidance.Very much appreciated.
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Thank-you....this is clear.One remaining question I have regarding this topic....in 2027 I expect to receive a 1099-R for 2026 from Fidelity, to show the excess...
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Thank-you for this response.....very helpful.TT did flag the excess and prompted me to return the excess contribution before filing date, which I have requested...
Activity Feed for Nigel809
- Posted Re: Excess Contributions - Contributions Withdrawn Before Due Date (for Roth IRA) on Retirement tax questions. 2 weeks ago
- Posted Re: Excess Contributions - Contributions Withdrawn Before Due Date (for Roth IRA) on Retirement tax questions. 3 weeks ago
- Cheered Re: Does non qualified deferred compensation distribution/payout count toward traditional IRA contribution eligibility? for dmertz. February 13, 2026 1:20 PM
- Posted Re: How can I report withdrawal of excess contributions to my IRA? on Retirement tax questions. February 13, 2026 12:41 PM
- Cheered Re: How can I report withdrawal of excess contributions to my IRA? for RogerD1. February 13, 2026 12:41 PM
- Posted Re: How can I report withdrawal of excess contributions to my IRA? on Retirement tax questions. February 13, 2026 10:55 AM
- Posted Re: How can I report withdrawal of excess contributions to my IRA? on Retirement tax questions. February 13, 2026 9:01 AM
- Posted Re: How can I report withdrawal of excess contributions to my IRA? on Retirement tax questions. February 12, 2026 5:31 PM
- Posted Re: Excess Contributions - Contributions Withdrawn Before Due Date (for Roth IRA) on Retirement tax questions. February 12, 2026 11:09 AM
- Posted Re: Reporting Canadian RRSP Withdrawl on US Taxes on Retirement tax questions. February 11, 2026 6:53 PM
- Cheered Re: Reporting Canadian RRSP Withdrawl on US Taxes for DaveF1006. February 11, 2026 6:41 PM
- Posted Re: Reporting Canadian RRSP Withdrawl on US Taxes on Retirement tax questions. February 11, 2026 8:49 AM
- Posted Re: Reporting Canadian RRSP Withdrawl on US Taxes on Retirement tax questions. February 10, 2026 11:06 AM
- Cheered Hello pattersj, I found some information for you about de... for RachaelL. October 25, 2023 12:53 PM
- Cheered Re: reporting rrsp distribution for MarilynG1. October 25, 2023 12:39 PM